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Phreesia (PHR) Institutional Ownership

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$27.24 +0.44 (+1.65%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$160.93M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$100.72M
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PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Inspire Investing LLC15,967$402K0.0%-12.6%0.027%
1/17/2025 Riverbridge Partners LLC683,888$17.21M0.2%-9.2%1.177%
1/17/2025 Wesbanco Bank Inc.46,000$1.16M0.0%+76.9%0.079%
11/27/2024Franklin Resources Inc.1,497,631$31.50M0.0%+3.0%2.577%
11/16/2024Geode Capital Management LLC1,245,797$28.40M0.0%+4.7%2.156%
11/15/2024M&T Bank Corp35,127$801K0.0%+4.6%0.061%
11/15/2024Barclays PLC94,929$2.16M0.0%+83.6%0.163%
11/15/2024XTX Topco Ltd10,844$247K0.0%N/A0.019%
11/15/2024Zacks Investment Management27,701$631K0.0%N/A0.048%
11/15/2024State Street Corp1,327,586$30.26M0.0%+7.1%2.298%
11/15/2024ArrowMark Colorado Holdings LLC343,206$7.82M0.1%-9.9%0.594%
11/14/2024Bellevue Group AG422,406$9.63M0.2%-4.7%0.731%
11/14/2024Verition Fund Management LLC15,684$357K0.0%N/A0.027%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,535,028$34.98M0.0%-15.4%2.657%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank14,015$319K0.0%+9.9%0.024%
11/14/2024MetLife Investment Management LLC30,781$701K0.0%+3.8%0.053%
11/13/2024Bridgewater Associates LP30,445$694K0.0%-51.1%0.053%
11/13/2024FMR LLC6,697,395$152.63M0.0%-0.7%11.593%
11/13/2024The Manufacturers Life Insurance Company27,935$637K0.0%+3.3%0.048%
11/13/2024Dynamic Technology Lab Private Ltd24,079$549K0.1%N/A0.042%
11/12/2024Algert Global LLC26,827$611K0.0%-41.0%0.046%
11/12/2024M Holdings Securities Inc.15,000$342K0.1%-14.3%0.026%
11/12/2024Champlain Investment Partners LLC2,503,837$57.06M0.3%+4.1%4.334%
11/12/2024Charles Schwab Investment Management Inc.447,239$10.19M0.0%+3.7%0.774%
11/9/2024Intech Investment Management LLC13,862$316K0.0%N/A0.024%
11/8/2024Commerce Bank16,281$371K0.0%-3.6%0.028%
11/7/2024Quest Partners LLC31,296$713K0.1%+5,361.8%0.054%
11/5/2024Sumitomo Mitsui Trust Group Inc.15,458$352K0.0%-60.8%0.027%
11/5/2024GSA Capital Partners LLP49,553$1.13M0.1%+418.3%0.086%
11/4/2024Versor Investments LP30,441$694K0.1%N/A0.053%
11/4/2024TimesSquare Capital Management LLC868,409$19.79M0.3%+2.3%1.503%
10/29/2024Arcadia Investment Management Corp MI97,085$2.21M0.4%+9.5%0.168%
10/22/2024 International Assets Investment Management LLC1,459$33K0.0%+2,179.7%0.003%
10/17/2024Trust Point Inc.17,887$408K0.0%+3.5%0.031%
10/11/2024 Wesbanco Bank Inc.26,000$593K0.0%N/A0.045%
10/10/2024Essex Investment Management Co. LLC117,849$2.69M0.5%+44.7%0.205%
10/10/2024 Inspire Investing LLC18,263$416K0.0%N/A0.032%
10/7/2024 Diversified Trust Co24,356$555K0.0%+12.9%0.042%
10/3/2024 SG Americas Securities LLC41,849$954K0.0%N/A0.072%
9/16/2024Cubist Systematic Strategies LLC4,700$100K0.0%-95.5%0.008%
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8/19/2024Point72 Asset Management L.P.5,000$106K0.0%-93.0%0.009%
8/16/2024Algert Global LLC45,467$964K0.0%-66.2%0.079%
8/15/2024Select Equity Group L.P.15,858$336K0.0%+14.7%0.028%
8/15/2024Deerfield Management Company L.P. Series C192,347$4.08M0.1%N/A0.335%
8/14/2024Squarepoint Ops LLC250,396$5.31M0.0%+56.3%0.436%
8/14/2024Cubist Systematic Strategies LLC4,700$100K0.0%-95.5%0.008%
8/14/2024Point72 DIFC Ltd9,882$209K0.0%N/A0.017%
8/14/2024Marshall Wace LLP40,010$848K0.0%-73.9%0.070%
8/14/2024Lombard Odier Asset Management USA Corp9,505$202K0.0%N/A0.017%
8/13/2024Ensign Peak Advisors Inc22,491$477K0.0%+3.2%0.039%
8/13/2024Sei Investments Co.165,327$3.51M0.0%+135.3%0.288%
8/13/2024Public Employees Retirement Association of Colorado7,551$160K0.0%-8.3%0.013%
8/12/2024Hsbc Holdings PLC13,736$301K0.0%N/A0.024%
8/12/2024Blair William & Co. IL725,500$15.38M0.0%-3.6%1.264%
8/12/2024Mercer Global Advisors Inc. ADV11,410$242K0.0%-9.8%0.020%
8/9/2024Dimensional Fund Advisors LP171,994$3.65M0.0%-1.3%0.300%
8/5/2024Arcadia Investment Management Corp MI88,625$1.88M0.3%+13.9%0.154%
8/1/2024Rhumbline Advisers82,136$1.74M0.0%+1.0%0.143%
7/31/2024nVerses Capital LLC3,000$64K0.0%+76.5%0.005%
7/29/2024Peregrine Capital Management LLC354,607$7.52M0.2%+11.3%0.618%
7/26/2024Bank of New York Mellon Corp214,430$4.55M0.0%+8.4%0.374%
7/16/2024 Diversified Trust Co21,574$457K0.0%+102.0%0.038%
7/12/2024QRG Capital Management Inc.10,997$233K0.0%-16.9%0.019%
7/3/2024 Moody National Bank Trust Division67,376$1.43M0.1%-5.2%0.117%
5/28/2024Boston Partners27,962$669K0.0%N/A0.049%
5/16/2024California State Teachers Retirement System52,866$1.27M0.0%-4.6%0.094%
5/16/2024Janus Henderson Group PLC37,101$887K0.0%-91.9%0.066%
5/16/2024Silvercrest Asset Management Group LLC447,638$10.71M0.1%+4.5%0.794%
5/15/2024Public Employees Retirement Association of Colorado8,232$197K0.0%-7.3%0.015%
5/15/2024Bellevue Group AG443,341$10.61M0.2%+5.2%0.786%
5/15/2024Price T Rowe Associates Inc. MD72,712$1.74M0.0%-2.5%0.129%
5/15/2024Lazard Asset Management LLC372,694$8.92M0.0%-23.7%0.661%
5/15/2024Quadrature Capital Ltd8,433$202K0.0%N/A0.015%
5/14/2024Capital International Investors2,593,063$62.05M0.0%+221.1%4.598%
5/14/2024EntryPoint Capital LLC7,069$169K0.2%N/A0.013%
5/13/2024Bessemer Group Inc.22,143$530K0.0%+312.3%0.039%
5/13/2024Roubaix Capital LLC89,802$2.15M1.4%N/A0.159%
5/13/2024Champlain Investment Partners LLC1,251,200$29.94M0.2%N/A2.219%
5/10/2024Vanguard Group Inc.4,567,792$109.31M0.0%-1.3%8.101%
5/9/2024Blair William & Co. IL752,700$18.01M0.1%+42.6%1.335%
5/9/2024State Board of Administration of Florida Retirement System18,709$448K0.0%+27.0%0.033%
5/8/2024ProShare Advisors LLC9,522$228K0.0%+8.6%0.017%
5/8/2024Russell Investments Group Ltd.57,874$1.39M0.0%+1,407.9%0.103%
5/8/2024QRG Capital Management Inc.13,227$317K0.0%+26.1%0.023%
5/7/2024Sei Investments Co.70,269$1.68M0.0%-1.8%0.125%
5/7/2024Swiss National Bank104,300$2.50M0.0%+1.0%0.185%
5/7/2024ClariVest Asset Management LLC30,369$727K0.1%-33.0%0.054%
5/7/2024TimesSquare Capital Management LLC799,519$19.13M0.3%-8.0%1.418%
5/3/2024Essex Investment Management Co. LLC59,764$1.43M0.3%+1.9%0.106%
5/2/2024Jennison Associates LLC29,733$712K0.0%-23.3%0.053%
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5/1/2024Mirae Asset Global Investments Co. Ltd.132,581$3.17M0.0%+31.7%0.235%
4/29/2024Nichols & Pratt Advisers LLP MA12,365$296K0.0%-60.6%0.022%
4/26/2024Conestoga Capital Advisors LLC78,085$1.87M0.0%+1.0%0.138%
4/26/2024Peregrine Capital Management LLC318,560$7.62M0.2%-1.0%0.565%
4/23/2024Arcadia Investment Management Corp MI77,825$1.86M0.3%+105.7%0.138%
4/18/2024 Diversified Trust Co10,681$256K0.0%N/A0.019%
4/17/2024WoodTrust Financial Corp31,000$742K0.1%+87.9%0.055%
4/4/2024 Moody National Bank Trust Division71,044$1.70M0.1%+41.9%0.126%
3/22/2024PNC Financial Services Group Inc.9,817$227K0.0%-24.6%0.017%
3/11/2024Vanguard Group Inc.4,628,441$107.15M0.0%+4.4%8.320%
(Data available from 1/1/2016 forward)

PHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHR shares?

During the previous two years, 155 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($152.63M), Vanguard Group Inc. ($109.31M), Brown Advisory Inc. ($91.45M), Capital International Investors ($62.05M), Credit Suisse AG ($58.31M), Champlain Investment Partners LLC ($57.06M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($34.98M).Learn more on PHR's institutional investors.

What percentage of Phreesia stock is owned by institutional investors?

92.10% of Phreesia stock is owned by institutional investors. Learn more on PHR's institutional investor holdings.

Which institutional investors have been buying Phreesia stock?

Of the 125 institutional investors that purchased Phreesia stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($1.79M), Jennison Associates LLC ($1.46M), Champlain Investment Partners LLC ($1.35M), Brown Advisory Inc. ($1.03M), Granahan Investment Management LLC ($1.01M), FMR LLC ($624.46K), and Rock Springs Capital Management LP ($473.89K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 14,530,483 shares in the last 24 months. This purchase volume represents approximately $374.61M in transactions.

Which Phreesia major shareholders have been selling company stock?

Of the 74 institutional investors that sold Phreesia stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($2.54M), FMR LLC ($820.16K), Granahan Investment Management LLC ($571.34K), TimesSquare Capital Management LLC ($511.32K), Janus Henderson Group PLC ($423.54K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($278.43K), and Summit Partners Public Asset Management LLC ($271.72K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 7,983,231 shares in the last 24 months. This volume of shares sold represents approximately $204.87M in transactions.



This page (NYSE:PHR) was last updated on 1/20/2025 by MarketBeat.com Staff
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